Objects
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SE · Intelligence API · 2026-04-01
PortfolioMetric
findings
The metric's findings, one shape per metric; null unless status is OK
One of these types:
Properties below are from the WealthConcentrationFindings subtype. View the full schema for full details.
Portfolio concentration from the metrics service: shares are fractions (0.5912 is 59.12 %) and HHI runs from 0 to 1. Every field is nullable: null means the metrics service did not report it, and a null list is not an empty one.
benchmarkSnapshotDatestring[date]
fxAsOfstring
fxRatesAvailableboolean
holdingsCountRequiredinteger[int32]
peerDataAvailableboolean
productLevelArray<WealthConcentrationProductMeasures>
userLevelWealthConcentrationMeasures
versionWealthConcentrationVersion
namestring
sourcestring
Possible Enum values are
RULE or STATISTICAL.statusstring
Possible Enum values are
OK, NO_DATA, UNAVAILABLE or NOT_CONFIGURED.versioninteger[int32]
Example
{ "findings": { "benchmarkSnapshotDate": "2026-11-02", "fxAsOf": "collected_at", "fxRatesAvailable": true, "holdingsCountRequired": 2, "input": { "inputComplete": true, "productsExcludedByCategory": 1, "productsExcludedStale": 0, "productsIncluded": 2, "productsReceived": 3, "productsUnknownType": 0, "subsetSelected": false }, "peerDataAvailable": true, "productLevel": [ { "collectionId": "4f6a9c2e-8b1d-4e7a-a3c5-0d9e2f1b6a84", "effectiveHoldingsCount": 2.33, "hhi": 0.4284, "holdingsCount": 4, "holdingsCountSufficient": true, "holdingsExcludedNoFx": 0, "holdingsExcludedNoIsin": 0, "holdingsExcludedNonPositive": 0, "largestPositionPct": 0.5886, "largestPositions": [ { "isFund": true, "isin": "SE0000000011", "name": "Global Index Fund", "pct": 0.5886 }, { "isFund": true, "isin": "SE0000000037", "name": "Nordic Small Cap Fund", "pct": 0.2663 }, { "isFund": false, "isin": "SE0000000045", "name": "Example Industrials AB B", "pct": 0.088 } ], "productId": "a91f3c5e-7d2b-4e8a-b6c4-3e1d9f7a2c58", "top3Pct": 0.9429 }, { "collectionId": "9c1e7b3a-2d5f-4c8e-b6a0-7e3d1f9a5c26", "effectiveHoldingsCount": 1.32, "hhi": 0.7592, "holdingsCount": 2, "holdingsCountSufficient": true, "holdingsExcludedNoFx": 0, "holdingsExcludedNoIsin": 0, "holdingsExcludedNonPositive": 0, "largestPositionPct": 0.86, "largestPositions": [ { "isFund": true, "isin": "SE0000000021", "name": "Generation Fund 1985", "pct": 0.86 }, { "isFund": true, "isin": "SE0000000060", "name": "Global Bond Fund", "pct": 0.14 } ], "productId": "f0b6d4a2-3e8c-4f1a-9d7b-2c5e8a1f6b34", "top3Pct": 1 } ], "userLevel": { "effectiveHoldingsCount": 3.6, "hhi": 0.2775, "holdingsCount": 6, "holdingsCountSufficient": true, "holdingsExcludedNoFx": 0, "holdingsExcludedNoIsin": 0, "holdingsExcludedNonPositive": 0, "largestPositionPct": 0.3583, "largestPositions": [ { "isFund": true, "isin": "SE0000000021", "name": "Generation Fund 1985", "pct": 0.3583 }, { "isFund": true, "isin": "SE0000000011", "name": "Global Index Fund", "pct": 0.3433 }, { "isFund": true, "isin": "SE0000000037", "name": "Nordic Small Cap Fund", "pct": 0.1553 } ], "peer": { "hhiPercentile": 0.45, "largestPositionPercentile": 0.35, "peerMedianEffectiveHoldings": 3.26, "peerMedianHhi": 0.3064, "peerMedianHoldingsCount": 8, "peerMedianLargestPositionPct": 0.4524, "peerMedianTop3Pct": 0.8313, "peerP10Hhi": 0.1101, "peerP25EffectiveHoldings": 1.96, "peerP25Hhi": 0.1808, "peerP25HoldingsCount": 4, "peerP25LargestPositionPct": 0.2965, "peerP25Top3Pct": 0.6305, "peerP75EffectiveHoldings": 5.53, "peerP75Hhi": 0.5105, "peerP75HoldingsCount": 14, "peerP75LargestPositionPct": 0.6631, "peerP75Top3Pct": 0.9833, "peerP90Hhi": 0.7709, "peerP90LargestPositionPct": 0.8721, "peerP90Top3Pct": 1, "segment": "SE_30_44", "segmentUserCount": 12052 }, "scope": "combined", "top3Pct": 0.8569 }, "version": { "api": 1, "kernel": "1.7.0", "methodology": 4 } }, "name": "wealth.concentration", "source": "STATISTICAL", "status": "OK", "version": 4}